Filed September 22, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,836 | $105,247-28.9% | $87,100-14.1% | $77,787-3.8% |
| Participation rate | 82.5% | 85.8%-3.3pp | 76.9%+5.6pp | 73.2%+9.3pp |
| Annual return | 0.00% | 24.52%-24.5pp | 28.19%-28.2pp | 32.57%-32.6pp |
| Employer contribution / active EE | $1,949 | $2,895-32.7% | $2,521-22.7% | $2,504-22.2% |
| Participant deferral / active EE | $3,322 | $5,060-34.3% | $4,049-17.9% | $3,967-16.3% |
| Admin fee / account holder | $53 | $104-49.7% | $7,497-99.3% | $100-47.5% |